2014-11-20T09:32:10-08:00 2014-06-30 TD&T CPAs and Advisors PC 317 HIGH AVE E OSKALOOSA IA 525772823 990 2013-07-01 420897349 UNITED WAY OF WAPELLO COUNTY IOWA INC UNIT 6416821264 PO BOX 1778 OTTUMWA IA 52501 DESIREE JOHNSON President & CEO 2014-11-14 true Amanda L Lane CPA P01257668 6416722523 2013 2015-11-30 17:44:51Z 598137 false false X WWW.WAPELLOCOUW.ORG X 1965 IA United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. 12 12 5 784 0 204339 539531 1410 3954 3058 45628 4070 9024 212877 598137 108331 250372 0 95761 210714 0 34538 64903 113071 268995 574157 -56118 23980 1355284 1418776 39795 29363 1315489 1389413 United Way of Wapello County advances the common good through sustainable, measurable improvements to our communities education, income, and health. false false 334205 224197 12978 COMMUNITY INVESTMENT - The community investment program of United Way of Wapello County invests the undesignated funds available to specific programs provided by 501(C)(3) not-for-profit organizations and United Way. The Community Impact work of United Way includes collaborating with other organizations to develop programs and community initiatives coordinating and providing gifts-in-kind initiatives, agency program and fiscal evaluation and feedback, and non-profit capacity building and leadership development. United Way of Wapello County impact priorities include: Children are ready to succeed in school, families are financially stable and independent; Youth and adults are healthy and avoid risky behaviors. 85426 VOLUNTEER CENTER - Provides individual training, recruitment and placement of volunteers in our community. The Volunteer Center also implements annual Day of Action, Day of Caring and Days of Service that utilizes over 400 volunteers throughout the community. The Volunteer Center provides skill building to volunteer managers by offering a Volunteer Management Certification Program and monthly Directors of Volunteers in Organizations trainings. The program helps build the capacity of organizations to more effectively engage and utilize volunteers. The program served 819 people during the fiscal year. 26175 26175 INDIVIDUAL DONOR DIRECTED CONTIRIBUTION PROGRAM - Provided as a service to the United Way donors, United Way serves as an agent to forward donor directed contributions to 501(c)(3) not-for-profit organizations who provide health and human services programming. Organizations must have a physical presence in the state of Iowa and serve Iowa residents. 445806 true true false false false false false false false false true true false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 5 true false false false false false false false false 0 false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false X X NICHOLE CHICKERING 6416821264 10596 BLADENSBURG ROAD OTTUMWA IA 52501 LOUIS FERNANDEZ Director 1.50 0.00 X 0 0 0 PAM FRAZIER Director 1.50 0.00 X 0 0 0 ANDY HANSEN OUT 1013 Director 1.50 0.00 X 0 0 0 TONY FLODEN Chairman 1.50 0.00 X X 0 0 0 JERMAINE HARRIS OUT 114 Director 1.50 0.00 X 0 0 0 BRIAN DOSTAL Director 1.50 0.00 X 0 0 0 AARON O'BRIEN Treasurer 1.50 0.00 X X 0 0 0 NEWELL PALEN Director 1.50 0.00 X 0 0 0 JEFF HUTTON OUT 514 Director 1.50 0.00 X 0 0 0 ANDREA SHULLAW Director 1.50 0.00 X 0 0 0 SARAH WENKE frmr chairman 1.50 0.00 X X 0 0 0 BRIAN MCWILLIAMS vice chairman 1.50 0.00 X X 0 0 0 SAUNJA TOWNSEND Director 1.50 0.00 X 0 0 0 ED WILSON Director 1.50 0.00 X 0 0 0 RICHARD SCHLOTTER Director 1.50 0.00 X 0 0 0 DESIREE JOHNSON President & CEO 40.00 0.00 X 59007 0 3657 59007 3657 0 false false false 0 539531 3683 539531 OTHER 900099 3954 3954 3954 45628 45628 0 0 0 0 0 0 0 MISCELLANEOUS 900099 9024 9024 9024 598137 12978 45628 250372 250372 0 0 0 64854 19456 37615 7783 0 120136 102125 11913 6098 0 11520 9375 1673 472 14204 9801 3551 852 0 0 7844 7844 0 0 0 8930 8930 0 10861 2009 4996 3856 0 0 17614 10568 5637 1409 6342 4852 1490 0 0 0 5471 5471 7997 1391 6606 0 OTHER EXPENSES 23892 21980 1076 836 Printing and Publications 15805 1264 1581 12960 DUES & SUBSCRIPTIONS 7763 7142 349 272 BAD DEBTS 552 552 0 574157 445806 93813 34538 292978 327195 253036 257312 140505 122285 1300 1300 0 0 0 0 0 64474 47259 24164 17215 0 640759 690703 0 0 2542 2766 1355284 1418776 4904 6391 34891 22972 39795 29363 X 674730 698274 640759 691139 1315489 1389413 1355284 1418776 23980 49944 X X false true X true false X 799856 635160 548615 204339 539531 2727501 0 0 799856 635160 548615 204339 539531 2727501 904927 1822574 9778 7810 8235 3058 45628 74509 0 0 2802010 18458 0.65050 0.64220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64474 47259 17215 17215 690703 DESIGNATIONS PAYABLE 20244 HEALTH INSURANCE 2728 22972 X 648081 49944 49944 598137 598137 574157 574157 574157 Part X : FIN48 Footnote The Organization is organized as a nonprofit corporation under the provisions of 504A of the 1991 Code of Iowa, and is exempt from federal income tax on related income under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). The Organization had no unrelated business taxable income during the year. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years ended prior to June 30, 2011. true AMERICAN HOME FINDING 217 E FIFTH ST OTTUMWA IA 52501 420713654 501(C)(3) 27386 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME AMERICAN RED CROSS 408 E MAIN STREET OTTUMWA IA 52501 420703249 501(C)(3) 11819 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME CRISIS CENTER PO BOX 446 OTTUMWA IA 52501 421115481 501(C)(3) 10280 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME FOOD BANK OF SOUTHERN IOWA 225 S BENTON ST OTTUMWA IA 52501 421207197 501(C)(3) 15243 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME FRIENDS OF IOWA CASA 105 EAST THIRD STREET OTTUMWA IA 52501 421471727 501(C)(3) 7620 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME HOSPICE 927 E PENNSYLVANIA AVE OTTUMWA IA 52501 421201179 501(C)(3) 41183 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME IOWA LEGAL AID 112 EAST THIRD STREET OTTUMWA IA 52501 421079227 501(C)(3) 6170 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME SIEDA COMMUNITY ACTION 226 WEST MAIN ST OTTUMWA IA 52501 420923813 501(C)(3) 54000 0 FAIR VALUE BASIC NEEDS PROGRAM SERVICES CONT SOUTHERN IOWA MENTAL HEALTH 110 E MAIN STREET OTTUMWA IA 52501 420926783 501(C)(3) 25354 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME TENCO 710 GATEWAY DRIVE OTTUMWA IA 52501 420919509 501(C)(3) 32939 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME YMCA 611 NORTH HANCOCK ST OTTUMWA IA 52501 420725202 501(C)(3) 46074 0 FAIR VALUE COMMUNITY IMPACT, EDUCATION, INCOME 11 0 Grantmaker's Description of How Grants are Used REQUEST DOCUMENTATION FROM RECIPIENTS INCLUDING FINANCIAL STATEMENTS ETC TO MONITOR GRANTS. Form 990, Part VI, Line 11b: Form 990 Review Process THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AT LEAST ONE WEEK PRIOR TO THE BOARD MEETING IN WHICH THE BOARD APPROVES THE DRAFT COPY. AFTER THE COMMITTEE RECOMMENDS THE FORM 990 BE ACCEPTED, EACH BOARD MEMBER RECEIVES AND REVIEWS AN ELECTRONIC COPY PRIOR TO THE BOARD MEETING. THE BOARD THEN VOTES TO APPROVE AND FILE THE 990. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each individual shall annually review this policy and recertify their compliance to it. Individuals will complete the attached Conflict or Duality of Interest questionnaire and return it to the UWWC President. Subsequently, the signed statement will be reviewed by the Executive Committee and kept on file for the duration of the Board Member's term or the Staff Member's employment or the Volunteers active status. This annual disclosure is intended to provide administrators, volunteers and staff with a systematic, ongoing method of identifying potential conflicts or dualities of interest. It is recognized that dualities or conflicts of interest are inevitable in a community of our size; however, the Board must be assured that such dualities or conflicts do not diminish the achievement of the UWWC mission and objectives.A duality or conflict-of-interest can be considered to exist in any instance where the actions or activities of an individual may also involve the obtaining of a personal gain or advantage or result in an adverse effect on UWWC's interests. Each individual is to list all potential conflicts or dualities of interest; however, this does not necessarily mean that corrective action is necessary. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE PRESIDENT AND CEO COMPENSATION IS RECOMMENDED TO THE FULL BOARD BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FACTORS AFFECTING COMPENSATION DECISIONS ARE: (1) AN ASSESSMENT REGARDING ATTAINMENT OF ORGANIZATIONAL GOALS AND OBJECTIVES, AND (2) INDEPENDENT MARKET DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS. ORGANIZATIONAL GOALS ARE ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR AND AGREED TO BY THE PRESIDENT AND CEO AND BOARD CHAIR, WITH SIGNIFICANT INPUT FROM THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS ARE DOCUMENTED IN THE ORGANIZATIONS' BOOKS AND RECORDS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY, WHISTLE BOWER POLICY, FORM 990, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF WAPELLO COUNTY WEB SITE. Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE ORGANIZATION'S AUDIT COMMITTEE HAS PRIMARY RESPONSIBILITY FOR THE AUDIT, REVIEW, AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE AUDIT AND EXECUTIVE COMMITTEE, ALONG WITH THE BOARD OF DIRECTORS, MEET TO REVIEW AND DISCUSS THE INDEPENDENT AUDITOR'S REPORT WITH THE AUDITORS. THE REPORT IS APPROVED AT THE BOARD MEETING BEFORE ISSUANCE.